Value Creation Advisory

Practical solutions for companies at critical moments

We help owner-operators strengthen cash flows. We secure financing. We restore lender confidence. We prepare businesses for exit. Our methods come from private equity playbooks. We put them to work for you so you keep the upside.

Our Services

Growth Investment Planning

Build a credible plan for organic or acquisition growth. We stress-test assumptions, align with investment partners, and connect you to funding sources.

  • When it’s used: You are pursuing a growth initiative — new equipment, a new market, a new product line, or an acquisition.

    The challenge: Good ideas do not convince lenders or investors. They need a disciplined case with numbers and a clear path to execution.

    How BluGrowth helps:

    • Stress-test assumptions

    • Build a growth plan grounded in cash flows, risk analysis, and execution credibility

    • Work with your investment partners

    • Provide access to our own investment partners who can fund most growth plans

    Deliverable: A bank and investor ready growth plan with projections, risk analysis, and a roadmap. Includes both organic and inorganic growth paths.

    Case Study: A $15M manufacturer needed financing for new equipment. BluGrowth built the plan, aligned with their bank, and secured $4M in funding to expand capacity.

Performance Stabilization

Stabilize cash flows and restore lender confidence. Hands-on support for 3–6 months often doubles cash flows.

  • When it’s used: Cash flows are weakening. Underwriting has concerns. SBA or conventional lending is not available.

    The challenge: The business feels stable, but lenders see risk in margins or consistency.

    How BluGrowth helps:

    • Hands-on engagement for 3–6 months

    • Tighten operations, margins, and cash conversion

    • Remove constraints that limit cash flow

    Deliverable: A 3–6 month engagement that stabilizes operations and often doubles cash flows.

    Case Study: A $10M machining company faced underwriting concerns due to weak margins. Within 5 months BluGrowth streamlined scheduling and pricing, doubling EBITDA from $1.2M to $2.4M.

Recovery Plan

Independent forensic review of cash flows and operations. A lender-ready turnaround roadmap without full execution support.

  • When it’s used: The company is under financial stress. The owner or lender wants a professional plan before committing to outside support.

    The challenge: Owners may not see the full picture. Lenders need confidence in a credible turnaround strategy.

    How BluGrowth helps:

    • Forensic review of cash flows and operations

    • Identify root causes of distress

    • Design a clear action plan for restoring profitability

    Deliverable: A written Recovery Plan with cash flow analysis, prioritized actions, and a lender-ready roadmap.

    Case Study: A fabricator missed covenants. BluGrowth delivered a Recovery Plan showing $500K in improvements, which secured lender patience and avoided default.

Debt Workout Support

90-day turnaround support. Includes a Recovery Plan plus fast execution to restore liquidity and lender confidence.

  • When it’s used: The company is in trouble. It is struggling to service debt. Liquidity stress threatens survival.

    The challenge: Owners are firefighting. Lenders are concerned. Options feel limited.

    How BluGrowth helps:

    • Begin with a Recovery Plan

    • Implement fast interventions

    • Tighten cash controls

    • Negotiate with vendors

    • Execute turnaround actions with leadership

    Deliverable: A 90-day engagement that includes the Recovery Plan plus execution support.

    Case Study: A $20M contract manufacturer was at risk of foreclosure. BluGrowth stabilized liquidity in 60 days and negotiated vendor terms, avoiding bankruptcy.

Exit Readiness

Prepare for a sale or recap. Includes a self-due diligence, Value Creation Plan, broker alignment, and buyer sourcing support.

  • When it’s used: You are preparing for a sale, succession, or recapitalization.

    The challenge: Many owners lose value at exit. Earnings look weak. Operations seem owner-dependent. Growth is not credible.

    How BluGrowth helps:

    • Run a self-due diligence

    • Package the business in buyer language

    • Develop a Value Creation Plan to double value in 3–5 years

    • Work with your broker partners

    • Provide sell-side deal sourcing if needed

    Deliverable:

    • Exit readiness report with a clear story

    • Prioritized actions to strengthen earnings

    • A 3–5 year Value Creation Plan

    • Access to broker partners and buyer sourcing

Business Development Strategy

Fractional strategic marketing and go-to-market support. Build a repeatable sales pipeline beyond word of mouth.

  • When it’s used: You want to grow revenue but lack in-house marketing or strategy leadership.

    The challenge: Smaller firms rely on referrals or word of mouth. They lack a systematic approach to growth.

    How BluGrowth helps:

    • Act as fractional strategic marketing leader

    • Define target markets

    • Clarify positioning

    • Build go-to-market strategies

    • Set up lead generation tools

    Deliverable: A business development strategy with positioning, go-to-market plan, and tools for consistent growth.

    Case Study: A $25M Value Added Reseller lacked a sales engine. BluGrowth built a go-to-market strategy that delivered 15% annual growth within two years.

Core Operations Support

Fractional strategic marketing and go-to-market support. Build a repeatable sales pipeline beyond word of mouth.

  • When it’s used: The company has gaps in critical functions and needs expertise without full-time overhead.

    The challenge: Running lean often leaves firms exposed when finance, operations, or sales leadership roles go unfilled.

    How BluGrowth helps:

    • Step in as fractional or project-based support

    • Provide finance, operations, or sales leadership

    • Keep the business moving until a permanent solution is in place

    Deliverable: Experienced, embedded leadership without full-time cost.

Acquisition Strategy and Support

Pursue growth through acquisition. We design the thesis, screen targets, and support deal structuring and integration.

  • When it’s used: You are pursuing growth through acquisition. You need help building the case and executing the deal.

    The challenge: Acquisitions fail without a clear thesis, disciplined target selection, and structured integration. Owners often overpay or miss risks.

    How BluGrowth helps:

    • Build an investment thesis

    • Identify and screen targets

    • Support deal structuring

    • Plan for integration so value is realized

    Deliverable:

    • An acquisition thesis aligned to growth goals

    • A vetted target list

    • Deal structure recommendations and integration roadmap